With a huge amount of uncertainty remaining, we assess the potential opportunities and pitfalls across asset classes

Positioning your portfolio for the challenges and opportunities ahead

Stewardship Report 2020

Applying active decision-making is key in an uncertain environment

Divided government likely would produce moderate policies.

Eaton Vance discuss how the likely prospect of a divided government, combined with the announcement of a COVID-19 vaccine, propelled floating-rate loans and other risk asset sectors sharply higher.

Even though markets remain fragile, Group CIO Dan Ivascyn explains why PIMCO has become more optimistic on the base case view for recovery and risk assets - and why we think private credit is a powerful opportunity.